Tairen Capital Ltd Buys Apple Inc, Pinduoduo Inc, Taiwan Semiconductor Manufacturing Co, Sells Elastic NV, The Estee Lauder Inc, Advanced Micro Devices Inc

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Feb 18, 2020
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Investment company Tairen Capital Ltd (Current Portfolio) buys Apple Inc, Pinduoduo Inc, Taiwan Semiconductor Manufacturing Co, TAL Education Group, GSX Techedu Inc, sells Elastic NV, The Estee Lauder Inc, Advanced Micro Devices Inc, Synopsys Inc, Western Digital Corp during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Tairen Capital Ltd. As of 2019Q4, Tairen Capital Ltd owns 25 stocks with a total value of $650 million. These are the details of the buys and sells.

For the details of Tairen Capital Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/tairen+capital+ltd/current-portfolio/portfolio

These are the top 5 holdings of Tairen Capital Ltd
  1. Taiwan Semiconductor Manufacturing Co Ltd (TSM) - 1,608,436 shares, 14.38% of the total portfolio. Shares added by 72.49%
  2. New Oriental Education & Technology Group Inc (EDU) - 718,346 shares, 13.40% of the total portfolio. Shares reduced by 11.75%
  3. Alibaba Group Holding Ltd (BABA) - 346,492 shares, 11.30% of the total portfolio. Shares reduced by 23.79%
  4. Apple Inc (AAPL) - 243,739 shares, 11.01% of the total portfolio. Shares added by 731.85%
  5. ZTO Express (Cayman) Inc (ZTO) - 2,732,608 shares, 9.82% of the total portfolio. Shares reduced by 6.53%
New Purchase: Lyft Inc (LYFT)

Tairen Capital Ltd initiated holding in Lyft Inc. The purchase prices were between $37.7 and $49.37, with an estimated average price of $44.02. The stock is now traded at around $44.69. The impact to a portfolio due to this purchase was 2.48%. The holding were 374,231 shares as of .

New Purchase: Costco Wholesale Corp (COST)

Tairen Capital Ltd initiated holding in Costco Wholesale Corp. The purchase prices were between $285.11 and $305.21, with an estimated average price of $297.42. The stock is now traded at around $318.31. The impact to a portfolio due to this purchase was 2.14%. The holding were 47,300 shares as of .

New Purchase: Alphabet Inc (GOOGL)

Tairen Capital Ltd initiated holding in Alphabet Inc. The purchase prices were between $1177.92 and $1362.47, with an estimated average price of $1292.54. The stock is now traded at around $1518.73. The impact to a portfolio due to this purchase was 1.81%. The holding were 8,770 shares as of .

New Purchase: Beyond Meat Inc (BYND)

Tairen Capital Ltd initiated holding in Beyond Meat Inc. The purchase prices were between $73.6 and $145.72, with an estimated average price of $91.53. The stock is now traded at around $116.22. The impact to a portfolio due to this purchase was 1.6%. The holding were 137,235 shares as of .

New Purchase: Uber Technologies Inc (UBER)

Tairen Capital Ltd initiated holding in Uber Technologies Inc. The purchase prices were between $25.99 and $33.75, with an estimated average price of $29.68. The stock is now traded at around $39.66. The impact to a portfolio due to this purchase was 1.29%. The holding were 281,167 shares as of .

New Purchase: Alphabet Inc (GOOG)

Tairen Capital Ltd initiated holding in Alphabet Inc. The purchase prices were between $1176.63 and $1361.17, with an estimated average price of $1293.04. The stock is now traded at around $1520.74. The impact to a portfolio due to this purchase was 1.07%. The holding were 5,200 shares as of .

Added: Apple Inc (AAPL)

Tairen Capital Ltd added to a holding in Apple Inc by 731.85%. The purchase prices were between $218.96 and $293.65, with an estimated average price of $258.41. The stock is now traded at around $324.95. The impact to a portfolio due to this purchase was 9.69%. The holding were 243,739 shares as of .

Added: Pinduoduo Inc (PDD)

Tairen Capital Ltd added to a holding in Pinduoduo Inc by 3108.94%. The purchase prices were between $31.25 and $43.53, with an estimated average price of $37.39. The stock is now traded at around $37.12. The impact to a portfolio due to this purchase was 9.04%. The holding were 1,604,468 shares as of .

Added: Taiwan Semiconductor Manufacturing Co Ltd (TSM)

Tairen Capital Ltd added to a holding in Taiwan Semiconductor Manufacturing Co Ltd by 72.49%. The purchase prices were between $46.43 and $59.23, with an estimated average price of $53.22. The stock is now traded at around $58.19. The impact to a portfolio due to this purchase was 6.04%. The holding were 1,608,436 shares as of .

Added: TAL Education Group (TAL)

Tairen Capital Ltd added to a holding in TAL Education Group by 350.79%. The purchase prices were between $33.71 and $48.49, with an estimated average price of $43.21. The stock is now traded at around $59.12. The impact to a portfolio due to this purchase was 4.17%. The holding were 723,281 shares as of .

Added: GSX Techedu Inc (GSX)

Tairen Capital Ltd added to a holding in GSX Techedu Inc by 2459.31%. The purchase prices were between $13.88 and $22.03, with an estimated average price of $17.12. The stock is now traded at around $34.50. The impact to a portfolio due to this purchase was 3.41%. The holding were 1,056,356 shares as of .

Added: NXP Semiconductors NV (NXPI)

Tairen Capital Ltd added to a holding in NXP Semiconductors NV by 1662.50%. The purchase prices were between $103.21 and $129.2, with an estimated average price of $116.4. The stock is now traded at around $137.08. The impact to a portfolio due to this purchase was 1.57%. The holding were 84,600 shares as of .

Sold Out: The Estee Lauder Companies Inc (EL)

Tairen Capital Ltd sold out a holding in The Estee Lauder Companies Inc. The sale prices were between $181.75 and $207.95, with an estimated average price of $194.39.

Sold Out: Synopsys Inc (SNPS)

Tairen Capital Ltd sold out a holding in Synopsys Inc. The sale prices were between $131.61 and $141.77, with an estimated average price of $137.28.

Sold Out: Western Digital Corp (WDC)

Tairen Capital Ltd sold out a holding in Western Digital Corp. The sale prices were between $47.39 and $63.47, with an estimated average price of $55.17.

Sold Out: SINA Corp (SINA)

Tairen Capital Ltd sold out a holding in SINA Corp. The sale prices were between $31.9 and $43.4, with an estimated average price of $38.31.

Sold Out: Facebook Inc (FB)

Tairen Capital Ltd sold out a holding in Facebook Inc. The sale prices were between $174.6 and $208.1, with an estimated average price of $194.27.

Sold Out: The Trade Desk Inc (TTD)

Tairen Capital Ltd sold out a holding in The Trade Desk Inc. The sale prices were between $183.99 and $273.51, with an estimated average price of $226.92.



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